Latest Institutional Purchases of J P Morgan ETF Tr U S Quality (JQUA)
This list provides information on the latest institutional transactions involving J P Morgan ETF Tr U S Quality (JQUA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
675New |
$33.6K - $36.1K
|
675
$40.6K
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
636New |
$31.7K - $34K
|
636
$38.3K
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
359New |
$17.9K - $19.2K
|
359
$21.6K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
314New |
$15.6K - $16.8K
|
314
$18.9K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
300New |
$14.9K - $16K
|
300
$18.1K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
271New |
$13.5K - $14.5K
|
271
$16.3K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
245New |
$12.2K - $13.1K
|
245
$14.7K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
195KNew |
$9.16M - $10.3M
|
195K
$11.7M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
84K+ 509.98% |
$3.95M - $4.44M
|
100K
$6.05M
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
22.6KNew |
$1.07M - $1.2M
|
22.6K
$1.36M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 49.0% |
$716K - $804K
|
46.2K
$2.78M
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
7.93KNew |
$373K - $419K
|
7.93K
$477K
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.55KNew |
$214K - $240K
|
4.55K
$274K
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.82KNew |
$180K - $202K
|
3.82K
$230K
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.47K+ 12.77% |
$116K - $131K
|
21.8K
$1.31M
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.63KNew |
$76.9K - $86.4K
|
1.63K
$98.4K
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
334New |
$15.7K - $17.7K
|
334
$20.1K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
222New |
$10.4K - $11.7K
|
222
$13.4K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
146New |
$6.87K - $7.72K
|
146
$8.79K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
95New |
$4.47K - $5.02K
|
95
$5.72K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
50+ 0.59% |
$2.35K - $2.64K
|
8.58K
$517K
|
|
Q4 2023 | |||||||
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
201KNew |
$8.36M - $9.67M
|
201K
$12.1M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
41.9KNew |
$1.74M - $2.01M
|
41.9K
$2.52M
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
14.9K+ 12.25% |
$618K - $715K
|
136K
$8.22M
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
11KNew |
$457K - $528K
|
11K
$663K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.67K+ 109.26% |
$401K - $464K
|
18.5K
$1.11M
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.45KNew |
$60K - $69.4K
|
1.45K
$87K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
259New |
$10.7K - $12.4K
|
259
$15.6K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
60New |
$2.49K - $2.88K
|
60
$3.61K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
26New |
$1.08K - $1.25K
|
26
$1.57K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
353KNew |
$15.2M - $16.1M
|
353K
$21.2M
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
44.2KNew |
$1.9M - $2.02M
|
44.2K
$2.66M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
937+ 1.03% |
$40.4K - $42.8K
|
91.5K
$5.51M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
73New |
$3.14K - $3.33K
|
73
$4.39K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
69New |
$2.97K - $3.15K
|
69
$4.15K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
31New |
$1.34K - $1.41K
|
31
$1.87K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
6.5KNew |
$265K - $288K
|
6.5K
$391K
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
4.96KNew |
$202K - $220K
|
4.96K
$299K
|
|
Q1 2023 | |||||||
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
58New |
$2.24K - $2.41K
|
58
$3.49K
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
15+ 0.22% |
$579 - $624
|
6.79K
$409K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
6.83KNew |
$240K - $279K
|
6.83K
$411K
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.65KNew |
$199K - $231K
|
5.65K
$340K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
31New |
$1.09K - $1.27K
|
31
$1.87K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
623KNew |
$21.8M - $25.9M
|
623K
$37.5M
|
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
23.8K+ 3276.0% |
$832K - $985K
|
24.5K
$1.47M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.61K+ 8.64% |
$162K - $191K
|
58K
$3.49M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
680+ 1.99% |
$23.8K - $28.2K
|
34.9K
$2.1M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
563+ 0.8% |
$19.7K - $23.4K
|
70.7K
$4.26M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
530New |
$18.6K - $22K
|
530
$31.9K
|